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Flight #18: Money Advice To Share With Your Kids

by Ben Dickinson

Oct 22, 2021

Pilot Money Guys: Kids and Money! Welcome to Flight #18, where we are discussing kids and money!This podcast is all about helping your kids take the first steps to financial freedom and independence. We discuss some of the steps we all wish we would have taken when we were first starting out as new savers […]

Flight #17: New Tax Changes

by Ben Dickinson

Oct 18, 2021

Pilot Money Guys: New Tax Changes In this episode of the Pilot Money Guys, we are joined by the Professor, Kevin Gormley CPA & CERTIFIED FINANCIAL PLANNER, to discuss the latest proposed tax changes.Although these are subject to change, there are things that you need to know to be prepared. Some changes we discuss:1. Capital […]

The 4% Rule

by Ben Dickinson

Oct 7, 2021

Pilot Money Guys: The 4% Rule Welcome to Flight #16! On this podcast, we are talking about a commonly used rule-of-thumb for taking retirement income distributions. The 4% rule is meant to help you easily determine how much you can withdrawal from your retirement accounts each year, without running out of money in retirement. The […]

Flight #15: Changing Your Domicile to Avoid State Taxes

by Ben Dickinson

Sep 30, 2021

Pilot Money Guys: Changing Your Domicile to Avoid State Taxes! Your domicile is defined as your permanent home where you pay your state income taxes. For most people, your domicile is straightforward, however, for those with multiple residences domicile can be hard to establish. And maybe even a little tempting to lean toward the lower tax […]

The Pilot Money Guys: Winter Is Coming!

by Ben Dickinson

Sep 10, 2021

There are plenty of actions we can take now to not only protect us from losing everything, but take advantage of the next market crash.

2021 Child Tax Credit Payment: How Much Is Your Kid Worth?

by Charlie Mattingly

Aug 3, 2021

Typically, taxpayers with income under $400,000 MAGI, married filing jointly, received a $2,000 tax credit per child under the age of 17 to offset your tax bill. This year, instead of getting the credit on your taxes, a portion of the credit will be paid out in advance over the next 6 months. If you count on the tax credit to offset your tax bill, you could be in for a big surprise!

I’ve Inherited Money, Now What?

by Charlie Mattingly

Jul 27, 2021

We discuss what happens when you inherit money. We talk about the emotional decisions that must be made, the tax consequences, and how we believe inheritances should be handled.

Can I Get Rich With Options Trading?

by Charlie Mattingly

Jun 24, 2021

In this episode, we are taking on the hot topic of Options Trading. We’ve had a few pilots come to us with questions about Option Trading after hearing about them on trips. We are here to address these questions and give our thoughts!

Should you invest in Real Estate Now?

by leadingedgedev

Jun 11, 2021

Are you thinking about investing in Real Estate? We believe real estate can be a great investment, however it also comes with many challenges. In our 8th podcast, we discuss the major challenges and considerations to look out for when you are deciding if rental real estate is right for you.